Budding adviser launches financial coaching service for ethnic minorities

During Covid-19 pandemic

Sophie King
clock • 6 min read

The coronavirus lockdown meant Jordan Maxwell could not get his relevant qualifications to become a financial adviser. However, after discovering financial coaching, Maxwell launched his own service for ethnic minorities and, in this article, tells Professional Adviser's Sophie King all about it...

Before launching a financial coaching service for members of ethnic minority groups, Maxwell (pictured) was originally working in property investment, after working in the Middle East as a teacher for three years. After coming back to the UK, Maxwell started work at Nova Financial Group, supporting those interested in property investment, including things like student accommodation. However, he had always wanted to join the side of financial advice, guiding savers on investment, pension planning as well as property and so, at the start of 2020, Maxwell interviewed with Quilter and St. Ja...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Closing the advice gap: The case for attitudinal targeted support

Closing the advice gap: The case for attitudinal targeted support

TISA’s Sophie Legrand-Green on a ‘significant’ way to influence consumer behaviour

Sophie Legrand-Green
clock 14 May 2026 • 4 min read
Women in Financial Advice Awards 2026: All the nominations!

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Professional Adviser
clock 14 May 2026 • 29 min read
UK IFA deal numbers hit 'new peak' in 2025

UK IFA deal numbers hit 'new peak' in 2025

Deals rose from 50 to 133 between 2020 and 2025

Sophia Panayi
clock 12 May 2026 • 4 min read